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OptimizeRx Corp

OPRX
Exchange
Nasdaq
Industry
Services-Business Services, NEC
SEC CIK
0001448431

No open-market purchases or sales by OptimizeRx Corp insiders were filed in the last 90 days; 112 institutions reported holding it in 13F filings for Q2 2026, worth $64.2M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in OptimizeRx Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
121
No complete 13F data for Q4 2020
Shares held
11.6M
No complete 13F data for Q4 2020
Total value
$566.9M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting OPRX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 121 institutions
Q1 2021: 121 institutionsQ2 2021: 142 institutionsQ3 2021: 163 institutionsQ4 2021: 180 institutionsQ1 2022: 153 institutionsQ2 2022: 147 institutionsQ3 2022: 128 institutionsQ4 2022: 129 institutionsQ1 2023: 110 institutionsQ2 2023: 102 institutionsQ3 2023: 95 institutionsQ4 2023: 98 institutionsQ1 2024: 97 institutionsQ2 2024: 92 institutionsQ3 2024: 85 institutionsQ4 2024: 87 institutionsQ1 2025: 87 institutionsQ2 2025: 111 institutionsQ3 2025: 125 institutionsQ4 2025: 129 institutionsQ1 2026: 128 institutionsQ2 2026: 112 institutions
Value heldQ1 2021: $566.9M
Q1 2021: $566.9MQ2 2021: $760.9MQ3 2021: $1.19BQ4 2021: $930.5MQ1 2022: $585.1MQ2 2022: $428.1MQ3 2022: $204.5MQ4 2022: $229.8MQ1 2023: $196.3MQ2 2023: $184.1MQ3 2023: $101.8MQ4 2023: $178.8MQ1 2024: $155.4MQ2 2024: $130.8MQ3 2024: $95.5MQ4 2024: $55.3MQ1 2025: $101.6MQ2 2025: $168.2MQ3 2025: $273.7MQ4 2025: $163.9MQ1 2026: $85.8MQ2 2026: $64.2M
Institutions holding OPRX and their total value by quarter
QuarterHoldersValue
Q2 2026112$64.2M
Q1 2026128$85.8M
Q4 2025129$163.9M
Q3 2025125$273.7M
Q2 2025111$168.2M
Q1 202587$101.6M
Q4 202487$55.3M
Q3 202485$95.5M
Q2 202492$130.8M
Q1 202497$155.4M
Q4 202398$178.8M
Q3 202395$101.8M
Q2 2023102$184.1M
Q1 2023110$196.3M
Q4 2022129$229.8M
Q3 2022128$204.5M
Q2 2022147$428.1M
Q1 2022153$585.1M
Q4 2021180$930.5M
Q3 2021163$1.19B
Q2 2021142$760.9M
Q1 2021121$566.9M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding OptimizeRx Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding OPRX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,078,889$52.6M0.00%––
Artisan Partners Limited Partnership772,373$37.7M0.05%––
Blair William & Co752,103$36.7M0.14%––
Vanguard Group Inc688,168$33.5M0.00%––
Avenir Corp638,596$31.1M2.69%––
First Light Asset Management, LLC594,199$29.0M1.92%––
Handelsbanken Fonder AB580,500$28.3M0.16%––
AWM Investment Company, Inc.500,000$24.4M2.72%––
G2 Investment Partners Management LLC464,639$22.7M3.63%––
Next Century Growth Investors LLC364,190$17.8M1.35%––
Jacob Asset Management of New York LLC317,868$15.5M6.00%––
State Street Corp274,010$13.4M0.00%––
Geode Capital Management, LLC269,492$13.1M0.00%––
Venator Capital Management Ltd.206,000$12.1M6.55%––
Two Sigma Investments, LP246,618$12.0M0.04%––
Peregrine Capital Management LLC235,552$11.5M0.21%––
Bullseye Asset Management LLC222,712$10.9M4.06%––
Northern Trust Corp210,928$10.3M0.00%––
Wasatch Advisors Inc184,971$9.02M0.04%––
Two Sigma Advisers, LP171,700$8.37M0.02%––
Maven Securities LTD150,000$7.40M0.69%––
New York State Common Retirement Fund137,567$6.71M0.01%––
Federated Hermes, Inc.125,416$6.11M0.01%––
Perkins Capital Management Inc121,706$5.93M3.43%––
Silvercrest Asset Management Group LLC120,473$5.87M0.04%––
Mirae Asset Global Investments Co., Ltd.111,421$5.43M0.02%––
Handelsinvest Investeringsforvaltning110,000$5.36M0.65%––
Marshall Wace, LLP107,256$5.23M0.03%––
Dimensional Fund Advisors LP104,373$5.11M0.00%––
Calamos Advisors LLC99,327$4.84M0.03%––
Hillsdale Investment Management Inc.95,406$4.65M0.39%––
Goldman Sachs Group Inc89,147$4.35M0.00%––
Castleark Management LLC88,855$4.33M0.16%––
Swedbank AB84,960$4.14M0.01%––
S Squared Technology, LLC81,593$3.98M1.88%––
Russell Investments Group, Ltd.77,052$3.75M0.01%––
Nuveen Asset Management, LLC70,653$3.44M0.00%––
Bank of America Corp67,956$3.31M0.00%––
EAM Investors, LLC43,794$2.13M0.32%––
Bank of New York Mellon Corp42,935$2.09M0.00%––
Wells Fargo & Company40,537$1.98M0.00%––
P.A.W. Capital Corp40,000$1.95M1.72%––
Charles Schwab Investment Management Inc39,617$1.93M0.00%––
Susquehanna International Group, LLP39,591$1.93M0.00%––
Macquarie Group Ltd38,982$1.90M0.00%––
Parametric Portfolio Associates LLC37,583$1.83M0.00%––
EAM Global Investors LLC35,419$1.73M0.48%––
Apis Capital Advisors, LLC30,000$1.46M1.33%––
California Public Employees Retirement System29,900$1.46M0.00%––
SEI Investments Co29,805$1.40M0.00%––
Essex Investment Management Co LLC26,322$1.28M0.16%––
Royal Bank of Canada25,605$1.25M0.00%––
California State Teachers Retirement System24,615$1.20M0.00%––
Royce & Associates LP24,400$1.19M0.01%––
Greenwood Capital Associates LLC24,356$1.19M0.19%––
Atlantic Trust, LLC21,825$1.06M0.79%––
ClariVest Asset Management LLC21,267$1.03M0.04%––
Taylor Wealth Management Partners20,147$982.0K0.36%––
Geller Advisors LLC20,000$975.0K0.23%––
Quadrature Capital Ltd18,898$920.0K0.04%––
Advisor Group Holdings, Inc.18,016$878.0K0.00%––
Rhumbline Advisers14,149$690.0K0.00%––
Barclays PLC13,643$665.0K0.00%––
Raymond James & Associates13,109$639.0K0.00%––
Vontobel Holding Ltd.13,075$637.0K0.00%––
Jane Street Group, LLC11,792$575.0K0.00%––
HRT Financial LP10,832$528.0K0.01%––
Deutsche Bank AG10,752$524.0K0.00%––
Millennium Management LLC10,544$514.0K0.00%––
Morgan Stanley10,338$504.0K0.00%––
American International Group, Inc.9,511$464.0K0.00%––
Manufacturers Life Insurance Company, The8,861$432.0K0.00%––
D. E. Shaw & Co., Inc.8,838$431.0K0.00%––
Cetera Advisors LLC7,805$380.0K0.01%––
Invesco Ltd.7,526$367.0K0.00%––
Wolverine Trading, LLC7,734$359.0K0.01%––
Citadel Advisors LLC7,024$342.0K0.00%––
Voya Investment Management LLC6,906$337.0K0.00%––
MAI Capital Management6,800$332.0K0.01%––
Cubist Systematic Strategies, LLC6,284$306.0K0.00%––
JPMorgan Chase & Co6,140$299.0K0.00%––
Victory Capital Management Inc5,800$283.0K0.00%––
MetLife Investment Management5,787$282.1K0.00%––
State of Wisconsin Investment Board5,900$277.0K0.00%––
Spouting Rock Asset Management, LLC5,589$272.0K0.08%––
Trexquant Investment LP5,309$259.0K0.02%––
Mackay Shields LLC5,200$253.0K0.00%––
Metropolitan Life Insurance Co5,150$251.1K0.00%––
PEAK6 Investments LLC5,079$248.0K0.01%––
Precision Wealth Strategies, LLC4,780$233.0K0.22%––
AQR Capital Management LLC4,735$231.0K0.00%––
ProShare Advisors LLC4,361$213.0K0.00%––
Tudor Investment Corp Et Al4,212$205.0K0.00%––
SG Americas Securities, LLC2,351$115.0K0.00%––
BNP Paribas Arbitrage, SA2,069$100.9K0.00%––
Cutler Group LP2,070$100.0K0.01%––
Legal & General Group Plc1,788$87.0K0.00%––
Dorsey Wright & Associates1,707$83.2K0.98%––
UBS Group AG1,354$66.0K0.00%––
Bessemer Group Inc1,265$62.0K0.00%––